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"Don With" Podcasts

"Don With" audio podcasts feature interviews with people important to the industry, money managers, CEO's and Advisors who have excelled at their trade. Each interview is done with the idea of putting money in your pocket. These interviews are a great opportunity to learn from legends.

Just click on the links below to listen to any of the "Don With" podcasts available to our Professional and PLATINUMMembers.

NOTE: Only PLATINUMmembers have the opportunity to download the episodes to their devices.

Al Varano is a successful independent and interesting Financial Advisor in Harrisburg, Pa. He is inspirational, he is eclectic and he is one-of-a-kind. Prior to beginning his career as an Advisor, Al acted on stage, he modeled, and he even wrestled professionally as Rad Runnin' Al. In this interview Al discusses prospecting, relationship building, asking for a commitment and he even talks about his mother's cooking. Al is organized, he is motivated and he is entertaining. Whether you are new in the business or a veteran, you will learn a lot from Al. Listen in and enjoy a truly unique conversation. Running Time 45:03

Don speaks with attorney Ike Devji about prospecting wealthy people. Devji speaks of the value of asset protection as well as his own unique expertise in creating hybrid strategies that are combinations of financial, legal and insurance products. Don highlights Ike's points that wealthy people need protection and that true wealth does not necessarily mean mega wealth.Running Time 31:01

"Communicologist" Ronni Burns chats with Don about the elements of effective communication. Ronni suggests the delivery of language as vital in reassuring cynical clients on an emotional as well as intellectual level. She also recommends telling purposeful stories and analogies as effective communication tools. Hear some of Ronni's Rubies in this interview and learn more on her blog.Running Time 34:09

Don chats with industry speaker and sales expert Mark Zinder to find out his take on the trends in the business and how advisors can grow their business by becoming wealth management experts.Running Time: 28:55

Jim Rohrbach, affectionately known as 'Da Coach,' has been coaching business owners, entrepreneurs, sales professionals and corporate executives since 1982. What sets Jim apart from other business coaches is his ability to improve his clients' "inner game of success" via specific techniques not unlike great athletes use to get to the top of their game.Running Time: 29:49

Jim Rohrbach, affectionately known as 'Da Coach,' has been coaching business owners, entrepreneurs, sales professionals and corporate executives since 1982. What sets Jim apart from other business coaches is his ability to improve his clients' "inner game of success" via specific techniques not unlike great athletes use to get to the top of their game.Running Time: 27:36

Don talks to Jorge Alarcon about his inspirational story of coming to America with nothing and how he ended up with everything. Through nothing other than hard-work, perseverance, a positive attitude, and the willingness to accomplish one small goal at a time, Jorge went from speaking no English and washing dishes to owning his own million dollar company that includes 56 passenger cars and 29 buses.Running Time: 41:01

Don chats with 401K specialist Jeff Gebaur about how to make a great living selling 401K plans. Jeff talks about his best source of referrals and how he approaches prospects. Jeff discusses his client service philosophy and how going above and beyond often results in plan members approaching him for other financial advice.Running Time: 27:25

Don sits down with Steve Scherbarth, then Director of Wealth Management for RBC Dain, to discuss doing business post-meltdown. In this climate, clients are looking to hear from their advisors now more than ever. In this interview Steve predicts that the advisors who will weather the meltdown the best are the ones who will be talking to their clients and reaffirming their relationships. Don and Steve also discuss relationship management, business management, and marketing for advisors.Running Time: 38:49

In this episode Mark Dick returns to talk about why a down market is the perfect time to build your book and discusses the strategies for winning new business from the competition. In this interview Mark offers the perfect spin for approaching new prospects in the best light.Running Time: 27:24

Don chats with Mike Morrow, one of Canada's most well known advisors, about marketing your business through public relations and the media. In this interview Mike also reveals some of his own unique marketing campaigns and talks about some of the lessons all advisors should learn from surviving this down market. Learn more about Mike at ideasforadvisors.com.Running Time: 26:07

In the final installment of Don's three-part interview, Bill discusses how to meet your personal financial goals by paying special attention to the five big numbers you have to consider when running your own business. Listen to this interview and you will realize why in the financial services industry you are really only competing against yourself.Running Time: 33:06

In the second installment of a three-part interview, Don chats with Bill Bachrach about what it means to be a full service advisor. In this interview, Bill talks about constantly managing your clients' expectations, how to stay motivated, and the keys to getting referrals.Running Time: 27:37

In this first part of a three-part interview, Don chats with icon Bill Bachrach about the importance of money, enhancing the quality of life, and the traits of successful people. Bill talks about the things to do to ride out tough economic times and forges a success roadmap to define your values, set your goals, and benchmark your progress.Running Time: 26:08

Don chats with estate planning specialist Mark Kaizerman about how to become the primary financial planner for an entire family. Use Mark's techniques to change your client relationships from personal relationships to intergenerational relationships. In this interview Mark explains his approach and introduces The Beneficiary Directory, which could cement your place as the sole advisor for your clients.Running Time: 25:42

Don chats with Frank Maselli, author of Referrals: The Professional Way, about strategies for holding seminars, asking for referrals, and vetting prospects. Learn how to build trust with clients and earn your referrals the right way. For more information about Frank visit www.FrankMaselli.comRunning Time: 23:51

Don chats with a successful 10 year veteran who did something that many advisors consider but are too afraid to try. He moved his practice from one region to another and he managed to keep all but one of his clients. In this interview Tim reveals how he did it and he talks about the one profession that you need to get as clients in order to make your practice explode.Running Time: 16:57

As independent advisors, Scott Cooper and his partner at Economic Concepts have over $250 million of assets under management. Scott specializes in helping transition older investors into retirement. In this episode Don chats with him about his 17 year career, his goals, strategies and clientele.Running Time: 32:29

With over 300 million dollars in assets under management, Mark Dick from AG Edwards (now Wells Fargo) is one of the legends in this business. In this episode Don chats with him to find out the secrets of his success.Running Time: 32:04